Bar Styles Per Resource

In many projects, resource management is extremely important for maximum project efficiency. Management of project resources can easily be done by utilizing tools from both the Schedule and Resource Views.  The Resources Assigned column is a great way to initially setup our resource assignments, but when it comes time to create reports for each resource’s work we may be looking for a way to clearly display which resource is assigned to each task without having to actually display the Resources Assigned column.

In FastTrack Schedule we can assign specific bar styles to activities according to the resources that are assigned.  Assigning these specific bar styles will allow us to minimize the amount of space we use while still creating a fully functional report.  Let’s begin by taking a look at a schedule that has resources assigned, which we can be seen by viewing the Resources Assigned column.

Resources Assigned

  Continue reading “Bar Styles Per Resource”

How Constraints Affect Our Projects

project constraintsAs much as we would like to think that we are free and clear to run our project and determine its outcome….the reality is that is not true. Every project – really no matter what the type of project, what industry the project is in, and what level or type of technology is utilized in the solution – has three major constraints. These are always going to be budget, time, and quality. There really is no way to avoid these.

I have never seen any project manager blessed with an unlimited budget. Likewise, I have never heard of or witnessed a project customer say, “Take as long as you want with this project.” It just doesn’t happen. And quality…well…I think we all understand that one. The end solution needs to work…needs to solve a problem or need. Otherwise, it isn’t really a successfully completed project…it’s just work that was done and time that was wasted.

What are the constraints of a project?

Continue reading “How Constraints Affect Our Projects”

Assessing Project Client Satisfaction

assessing project client satisfactionI would like to think that as the project is winding down I know whether my customer is satisfied with the implementation or whether they feel there have been some issues and concerns. I will also be the first to admit that I have been surprised both ways…so it is never a certainty.

Staying on top of the project via status reporting and the project schedule is critical to keeping the project on track and keeping customer satisfaction high. However, there are always other factors that come into play – some you can control and some you never can. Some that you do have a lot of control over as a factor in stakeholder satisfaction include the softer skills of communication, customer service, and problem resolution. And really, as the project winds down you can hope you know how your customer feels about the project – or you can do the wise thing and go ahead and ask the tough questions. It’s best if you can gauge this throughout the engagement – but that isn’t always possible. However, it is definitely a very good idea – almost necessary, in my opinion – to regroup afterwards and discuss this topic with the customer and various stakeholders post engagement.

Continue reading “Assessing Project Client Satisfaction”

Column Types and Their Uses

Projects typically have a wide range of data that need to be tracked.  Most schedules include items such as Activity Name, Duration, Start/Finish Dates, and Resources Assigned.  In situations where we need to track additional data, however, we might not always be sure what type of column to use.  In FastTrack Schedule there are almost 500 different columns available which are broken down into 12 types of columns. All of these column-types can be added to your schedule and customized to your specific needs at any point in time. In today’s blog post we’ll take a look at a few of these column-types and how they can be utilized throughout your project.

Schedule Start

The schedule above is what most “typical” schedules look like when they first begin.  It has a basic level of information containing Activity Name, Duration, Start Date, and Finish Date.  However, with such a high level of customization available, there is no reason to leave out all of the other types of data that we wish to track within our project.  For example, we could add information pertaining to Costs, Departments, External Project Data, and even Images. Continue reading “Column Types and Their Uses”

Rethinking and Replanning Your Project – Part 2

stop doing what doesn't workIn Part 1 of this two part series on stopping to replan a troubled implementation, we began looking at the reasons to take such action as well as the major impacts to a project for doing so. Now let’s look ahead to what our resource, data and feedback requirements will be in order to get replanned and restarted on the right course to project success.

Determine resource requirements and their availability for resource planning?

Any replanning effort is going to require you to revisit the resource plan for your project. If timeframes shift, then key resources may not be available for the full duration of your project and you may need to start looking for new or additional resources early to be proactive. Rework the resource plan and forecast and ensure that you’ll have the right resources and skill sets available when you need them according to your reworked project schedule.

Continue reading “Rethinking and Replanning Your Project – Part 2”

Rethinking and Replanning Your Project – Part 1

rethinking and replanningUnfortunately, things don’t always go as planned on the projects we run as project managers. That easily goes without saying because we’ve all had projects that experienced bumps in the road or redirections at some point during the engagement. If it’s minor, then you can fairly easily redirect the project and activities, reassign things where necessary, make slight adjustments to the plan and budget, and be moving forward very quickly in the right, new direction.

If the problem, issue, redirection, or project change is more major, then replanning is going to involve more extensive processes to make sure that you and project team have everything covered. If you find yourself in this situation, I have found that there are six key questions or actions to consider – basically as a checklist – to make sure you’ve covered all of your bases. After all, it can almost be like a mini (or major) restart on the project. You don’t want to miss some critical replanning process or task and have to deal with it later on.

Here’s my list…. Ask yourself these questions: Did you…

Continue reading “Rethinking and Replanning Your Project – Part 1”

Single-User or Concurrent-User: Which version works best for your team?

fts single-user vs concurrent-user

Here at AEC Software we designed our software to work for any size group. Whether you are working as an individual, a small team, a larger squad, or a company in the hundreds or thousands, we know that FastTrack can handle your projects and workload. The one question you might be asking yourself is: what is the best licensing plan for me and my team? In this blog post we will discuss the differences between our Single-User Version and Concurrent-User Version so that you can determine the most efficient plan for your team and how you can get the most “bang for your buck” with FastTrack Schedule 10.

The first licensing model we have available is our FastTrack Schedule 10 Single-User Version. Each Single-User license is installed locally on the machine of the user. That owner of the license will also have the ability to install the software on a second machine used by him/her. The owner can thus utilize the software in the office as well as out in the field or at home without having to purchase a second license. The one caveat is that the program can only be running on one machine at a time, so the user will simply need to quit out of the application on one computer before using it on the other. Even though the software is installed locally, the user will still have the ability to save their files on a shared-drive like Dropbox, in the Cloud, or on a server for collaboration with others.

Continue reading “Single-User or Concurrent-User: Which version works best for your team?”

Keeping Track of the Issues – Part 2

keeping track of the issuesIn Part 1 of this two part series on keeping track of your ongoing issues that arise on the projects you manage, we first had to acknowledge that every project experiences issues. It is the nature of project management and our imperfect environments that we can’t completely control. We then discussed a simple and usable format for creating and maintaining the ongoing issues list. Remember, making it too detailed and complicated will turn off the customer and confuse the very individuals that you are tasking to resolve the issues. Keep it simple and it will be easy for everyone to understand and for you to maintain, keep up to date, and distribute weekly.

Let’s continue this review by discussing how best to use and monitor the issues list on an ongoing basis…

Continue reading “Keeping Track of the Issues – Part 2”

Keeping Track of the Issues – Part 1

keeping track of issuesIssues abound on every project ever managed since the beginning of time. No project is executed so perfectly that no issues arise. And even if everything is running smoothly on all cylinders, there will still be issues that come up that are beyond the control of the project manager, team and other stakeholders…. there are just too many variables that come in to play on each engagement for issues not to arise. So basically, no matter what you do, no matter how well you plan, no matter how experienced you are and no matter how hard you try, you will never ever run a project that does not experience some issues along the way that must be documented and managed.

The nature of issues

Issues can be big or small, but if they are left unmanaged they will almost always become problematic and threaten to bring the project down. The experienced and prepared project manager will proactively document and manage project issues and assign them just like tasks in a project schedule. And they will also review them and track them just like anything else on the ongoing project status report and discuss them – at least the big ones – at every project status meeting with the key stakeholders and assigned resources.

Continue reading “Keeping Track of the Issues – Part 1”

Adding Labels in the Calendar View

In every project we work on some of the most important things that we keep track of are the date and durations when activities need to occur.  In FastTrack Schedule 10 we can easily view exactly when these tasks should happen by looking at our Timeline Graph.  There are times, however, when we may want to view this information in a different manner.  For example, perhaps there is a time when we would like to see those tasks displayed across a traditional calendar.  With FastTrack Schedule 10’s Calendar View we can very easily display every task in our project on a calendar.

Normally a calendar may not provide much information, besides when the activity is occurring.  However, with FastTrack Schedule 10’s Calendar View we can easily apply different labels to our bars that correspond to any the columns in our project.  This allows users to easily show key data of the project while still maintaining that easy-to-use calendar styling.

First let’s take a look at how our project looks in the Schedule View.  As we can see here, the Schedule View displays key information such as Activity Name, Duration, Start/Finish Date, and Cost.  We also see that when looking at the Timeline Graph that we have different bar styles for each section of the project.

 

Schedule View

  Continue reading “Adding Labels in the Calendar View”

Stay Connected with Your PM Peers

stay connected with your pm peersI will be the first to state that I very much like to work independently. And that is the beauty of project management. Much of what we do we do independently. I realize that all depends on the actual makeup of your organization and your project management infrastructure. But I can say from my experience…that most of the organizations I have worked in have given their project managers fairly free rein to succeed or fail. Yes, there has been structure, but in terms of the daily management of our projects, we have been able to engage customers, make decisions, and manage tasks on our own – always knowing we can reach out if necessary, of course. Sound ideal? It is. But it can also alienate some individuals and leave some project managers feeling a bit like an island rather than part of a group. It’s all about personal preference and your ability to manage your own time and thoughts and to make the big boy decisions when they need to be made (and to know when to make them as well).

But interaction is still a good thing

Continue reading “Stay Connected with Your PM Peers”

Filter By Selection

In one of our previous posts we took a look at how to create different Filters to search for specific data within our projects. There are, of course, situations where you may not have created a filter for a certain type of data because you did not think you would need to run a report on it during your project. When we run into these cases we can easily filter data on the fly by using the Filter By Selection tool in FastTrack Schedule 10.

Filter By Selection allows you to select data from any column and immediately perform a filter to find any other row that contains the same information. This will work whether it’s Text, a Number, or even a Date in the project.  First lets take a look at our full schedule. Here we can see there are columns for items such as Activity Name, Duration, and various Costs.

 

Full-Schedule

In this schedule we have not added any filters, however we can still easily filter for any data within the project. For example, I would like to filter for all “Footing” tasks. To do this I can locate any row in the Activity Name column that contains the word “Footing”. Here I can place my cursor in the Activity Name column of row 8 and Right-Click or Control-Click. From the context menu that appears you can then select Filter By Selection.

Continue reading “Filter By Selection”